by Stephanie Nolan | Sep 23, 2025 | Family, Individual Tax
When you choose a beneficiary for life insurance, retirement accounts, or other assets, you’re making one of the most important legacy planning decisions of your life. The person (or organization) you select will inherit the asset directly — often outside of probate —...
by Anandi Seetharaman | Aug 8, 2025 | Family, Individual Tax, Tax Planning
Whether it’s your primary residence or second home, selling a house can lead to major tax liabilities. The sale of your home may be taxable, depending on whether you realize a capital gain (profit) from the sale and whether you meet certain conditions for excluding...
by Tabitha Regan, CPA | Jul 11, 2025 | Family, Featured, Individual Tax, News
The H.R. 1: One Big Beautiful Bill was signed into law by President Trump on July 4, 2025. This bill brings long-awaited clarity and permanence to key provisions of the Tax Cuts and Jobs Act (TCJA), while introducing new measures aimed at middle-class working...
by Blessing Obasuyi | Jul 9, 2025 | Family, Individual Tax, Tax Planning
The new 2025 retirement rules have changed the landscape for those hoping to retire in the next ten years. If you’re planning to retire, now is the time to pay attention to the 2025 retirement contribution limits, age changes, and latest updates to tax policies. Let’s...
by Stephanie Nolan | Feb 18, 2025 | Family, Individual Tax
If you’re a homeowner, you may have heard the term “homestead exemption” mentioned in relation to your property taxes or legal protections. But what exactly is a homestead exemption, and how does it benefit you as a homeowner? Let’s dive into the...
by Stephanie Nolan | Nov 20, 2024 | Family, Individual Tax
Early retirement buyout packages can include severance payments, medical support, bridge payments, or continued salaries. If you’re asking yourself, “Should I take a severance retirement package?”, it’s important to consider factors like your age, retirement savings,...
